See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $344,240 | $109,327+214.9% | $89,391+285.1% | $158,922+116.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.29% | 345.68%-332.4pp | 245.62%-232.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,822 | $3,170-42.5% | $2,586-29.5% | $4,761-61.7% |
| Participant deferral / active EE | $5,004 | $4,598+8.8% | $3,890+28.6% | $5,982-16.4% |
| Admin fee / account holder | $610 | $6,153-90.1% | $4,881-87.5% | $11,246-94.6% |